Wells Fargo & Company
WFC- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000072971
No open-market purchases or sales by Wells Fargo & Company insiders were filed in the last 90 days; 2,883 institutions reported holding it in 13F filings for Q2 2026, worth $193.1B in total; 5 superinvestors hold it, including Harris Associates (Oakmark) and Daily Journal.
Other share classesWFCNPWFC.PAWFC.PCWFC.PDWFC.PLWFC.PYWFC.PZ
13F holders, Q2 2023
Institutional positions in Wells Fargo & Company as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,996
- +15 vs. Q1 2023
- Shares held
- 2.71B
- −57.4M (−2.1%) vs. Q1 2023
- Total value
- $115.4B
- +$11.9B (+11.5%) vs. Q1 2023
- New holders
- 162
- 633 more added
- Sold out
- 147
- 909 more reduced
12 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WFC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $115.4B |
| Q1 2023 | 1,993 | $103.6B |
| Q4 2022 | 2,070 | $116.4B |
| Q3 2022 | 1,963 | $113.0B |
| Q2 2022 | 1,997 | $108.7B |
| Q1 2022 | 2,144 | $133.8B |
| Q4 2021 | 2,079 | $135.1B |
| Q3 2021 | 1,913 | $134.2B |
| Q2 2021 | 1,935 | $133.3B |
| Q1 2021 | 1,877 | $113.4B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Circle Wealth Management, LLC | 33,975 | $1.45M | 0.19% | +91+0.3% | Added |
| Spears Abacus Advisors LLC | 33,821 | $1.44M | 0.12% | −6,226−15.5% | Reduced |
| Brighton Jones LLC | 33,556 | $1.43M | 0.07% | +2,532+8.2% | Added |
| Nicholas Hoffman & Company, LLC. | 33,368 | $1.42M | 0.06% | −365−1.1% | Reduced |
| Chemistry Wealth Management LLC | 33,358 | $1.42M | 0.46% | −1,567−4.5% | Reduced |
| Strategic Investment Advisors | 33,312 | $1.42M | 0.20% | +16,400+97.0% | Added |
| Duff & Phelps Investment Management Co | 33,240 | $1.42M | 0.02% | +600+1.8% | Added |
| Northwest Capital Management Inc | 33,186 | $1.42M | 0.59% | −1,187−3.5% | Reduced |
| Continuum Advisory, LLC | 32,988 | $1.41M | 0.22% | +297+0.9% | Added |
| Carlson Capital Management | 32,969 | $1.41M | 0.08% | +2,938+9.8% | Added |
| B.O.S.S. Retirement Advisors, LLC | 32,942 | $1.41M | 0.30% | −46,807−58.7% | Reduced |
| Applied Capital LLC | 32,768 | $1.40M | 1.33% | −36−0.1% | Reduced |
| Coldstream Capital Management Inc | 32,725 | $1.40M | 0.04% | −615−1.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 32,723 | $1.40M | 0.26% | +1,008+3.2% | Added |
| Diversified Trust Co | 32,659 | $1.39M | 0.05% | −1,059−3.1% | Reduced |
| Johnson Financial Group, Inc. | 32,653 | $1.39M | 0.10% | +760+2.4% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 32,449 | $1.38M | 0.81% | −1,385−4.1% | Reduced |
| Sterneck Capital Management, LLC | 32,322 | $1.38M | 0.85% | +73+0.2% | Added |
| Massachusetts Wealth Management | 32,310 | $1.38M | 1.32% | +1,925+6.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 32,200 | $1.37M | 0.49% | 00.0% | Unchanged |
| Foresight Global Investors, Inc. | 32,063 | $1.37M | 0.74% | 00.0% | Unchanged |
| AF Advisors, Inc. | 32,040 | $1.37M | 0.46% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 31,856 | $1.36M | 0.77% | 00.0% | Unchanged |
| Marco Investment Management LLC | 31,848 | $1.36M | 0.15% | +50+0.2% | Added |
| Credit Agricole S A | 31,786 | $1.36M | 0.04% | −35,676−52.9% | Reduced |
| Clarius Group, LLC | 31,775 | $1.36M | 0.10% | −3,881−10.9% | Reduced |
| Vise Technologies, Inc. | 31,760 | $1.36M | 0.33% | +8,608+37.2% | Added |
| Sequoia Financial Advisors, LLC | 31,709 | $1.35M | 0.02% | +3,224+11.3% | Added |
| Mystic Asset Management, Inc. | 31,619 | $1.35M | 0.72% | −1,273−3.9% | Reduced |
| Mountain Pacific Investment Advisers Inc | 31,593 | $1.35M | 0.09% | −710−2.2% | Reduced |
| Granite Investment Partners, LLC | 31,587 | $1.35M | 0.05% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 31,571 | $1.35M | 0.18% | +240+0.8% | Added |
| Parallel Advisors, LLC | 31,346 | $1.34M | 0.04% | −251−0.8% | Reduced |
| Narwhal Capital Management | 31,305 | $1.34M | 0.16% | +2,504+8.7% | Added |
| SeaCrest Wealth Management, LLC | 31,259 | $1.33M | 0.17% | −7,575−19.5% | Reduced |
| NorthRock Partners, LLC | 31,184 | $1.33M | 0.15% | −8,422−21.3% | Reduced |
| Conning Inc. | 31,146 | $1.33M | 0.04% | −3,560−10.3% | Reduced |
| Steel Peak Wealth Management LLC | 31,104 | $1.33M | 0.08% | +2,693+9.5% | Added |
| Tradition Wealth Management, LLC | 31,060 | $1.33M | 0.15% | −1,098−3.4% | Reduced |
| Vista Investment Management | 31,019 | $1.32M | 0.67% | −1,186−3.7% | Reduced |
| J.W. Cole Advisors, Inc. | 30,973 | $1.32M | 0.09% | +5,897+23.5% | Added |
| Ferguson Wellman Capital Management, Inc | 30,890 | $1.32M | 0.03% | +4,505+17.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 30,862 | $1.32M | 0.03% | −47,667−60.7% | Reduced |
| Resources Management Corp | 30,630 | $1.31M | 0.20% | +25,417+487.6% | Added |
| Everett Harris & Co | 30,525 | $1.30M | 0.02% | −400−1.3% | Reduced |
| HF Advisory Group, LLC | 30,468 | $1.30M | 1.03% | +8,521+38.8% | Added |
| Chicago Partners Investment Group LLC | 28,832 | $1.30M | 0.07% | +994+3.6% | Added |
| Lighthouse Investment Partners, LLC | 30,461 | $1.30M | 0.10% | +30,461 | New |
| Wilkinson Global Asset Management LLC | 30,400 | $1.30M | 0.10% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 30,399 | $1.30M | 0.51% | −128−0.4% | Reduced |
| Meridian Investment Counsel Inc. | 30,191 | $1.29M | 0.46% | −50−0.2% | Reduced |
| Fidelis Capital Partners, LLC | 30,137 | $1.29M | 0.47% | +837+2.9% | Added |
| Schechter Investment Advisors, LLC | 30,137 | $1.29M | 0.12% | +2,608+9.5% | Added |
| Soltis Investment Advisors LLC | 30,011 | $1.28M | 0.15% | +365+1.2% | Added |
| MYDA Advisors LLC | 30,000 | $1.28M | 0.50% | −6,000−16.7% | Reduced |
| Penserra Capital Management LLC | 29,624 | $1.26M | 0.02% | +24,906+527.9% | Added |
| Whittier Trust Co of Nevada Inc | 29,570 | $1.26M | 0.04% | −866−2.8% | Reduced |
| Shelton Wealth Management, LLC | 29,485 | $1.26M | 0.98% | −774−2.6% | Reduced |
| Ironwood Investment Counsel, LLC | 29,233 | $1.25M | 0.28% | +40.0% | Added |
| We Are One Seven, LLC | 29,201 | $1.25M | 0.11% | −7,879−21.2% | Reduced |
| Neville Rodie & Shaw Inc | 29,177 | $1.25M | 0.11% | −6,375−17.9% | Reduced |
| NVWM, LLC | 29,147 | $1.24M | 0.40% | +4,244+17.0% | Added |
| Private Trust Co NA | 28,956 | $1.24M | 0.16% | −6,925−19.3% | Reduced |
| Fiduciary Group LLC | 28,816 | $1.23M | 0.15% | −819−2.8% | Reduced |
| Baker Avenue Asset Management, LP | 28,811 | $1.23M | 0.06% | +1,920+7.1% | Added |
| Capital Asset Advisory Services LLC | 28,184 | $1.23M | 0.09% | +2,822+11.1% | Added |
| Lee Financial Co | 28,636 | $1.22M | 0.21% | −1,270−4.2% | Reduced |
| Trust Co of Toledo NA | 28,611 | $1.22M | 0.21% | +1,548+5.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 28,559 | $1.22M | 0.00% | −54,072−65.4% | Reduced |
| Symmetry Partners, LLC | 28,548 | $1.22M | 0.06% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 28,365 | $1.21M | 0.01% | −3,219−10.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 28,303 | $1.21M | 0.20% | −2,041−6.7% | Reduced |
| Ostrum Asset Management | 27,976 | $1.19M | 0.10% | +24+0.1% | Added |
| Rehmann Capital Advisory Group | 27,931 | $1.19M | 0.11% | +709+2.6% | Added |
| Leavell Investment Management, Inc. | 27,914 | $1.19M | 0.08% | −1,084−3.7% | Reduced |
| N.E.W. Advisory Services LLC | 27,676 | $1.18M | 0.16% | +1,427+5.4% | Added |
| Venture Visionary Partners LLC | 27,655 | $1.18M | 0.07% | +779+2.9% | Added |
| Joel Isaacson & Co., LLC | 27,607 | $1.18M | 0.08% | −7,097−20.5% | Reduced |
| Rothschild Investment Corp | 27,545 | $1.18M | 0.10% | +3,459+14.4% | Added |
| Citizens National Bank Trust Department | 27,515 | $1.17M | 0.31% | −25−0.1% | Reduced |
| Eos Management, L.P. | 27,500 | $1.17M | 0.55% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 27,450 | $1.17M | 0.07% | −2,183−7.4% | Reduced |
| Grimes & Company, Inc. | 27,344 | $1.17M | 0.04% | −3,561−11.5% | Reduced |
| Hendershot Investments Inc. | 27,326 | $1.17M | 0.19% | −4,494−14.1% | Reduced |
| Jeppson Wealth Management, LLC | 27,264 | $1.16M | 0.51% | +171+0.6% | Added |
| Hoylecohen, LLC | 27,158 | $1.16M | 0.10% | +20.0% | Added |
| Northside Capital Management, LLC | 27,127 | $1.16M | 0.40% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 26,995 | $1.15M | 0.13% | +3,846+16.6% | Added |
| Sterling Investment Management, Inc. | 26,821 | $1.14M | 0.91% | −415−1.5% | Reduced |
| Archford Capital Strategies, LLC | 24,627 | $1.14M | 0.22% | −4,696−16.0% | Reduced |
| Holderness Investments Co | 26,438 | $1.13M | 0.42% | +199+0.8% | Added |
| Coastal Investment Advisors, Inc. | 26,357 | $1.12M | 0.25% | +1,784+7.3% | Added |
| Sentry Investment Management LLC | 26,345 | $1.12M | 0.42% | −464−1.7% | Reduced |
| First Financial Bank - Trust Division | 26,318 | $1.12M | 0.12% | −235−0.9% | Reduced |
| Aspiriant, LLC | 26,255 | $1.12M | 0.06% | +168+0.6% | Added |
| Lodestar Private Asset Management LLC | 26,242 | $1.12M | 0.19% | −5,839−18.2% | Reduced |
| Thomasville National Bank | 26,141 | $1.12M | 0.11% | +80+0.3% | Added |
| Meiji Yasuda Life Insurance Co | 26,093 | $1.11M | 0.03% | +1,850+7.6% | Added |
| Vident Investment Advisory, LLC | 26,109 | $1.11M | 0.04% | +576+2.3% | Added |
| Spire Wealth Management | 25,918 | $1.11M | 0.04% | −2,129−7.6% | Reduced |